Shows a list of transactions
The company information is printed in the top right corner. To set the company name, use the ‘Company’ section in Program Setup.
Transactions listed include:
•Charges
o Reference = Procedure/HCPCS Code
o Trans Date = From Date
•Adjustments – Adjustments are split into Contract Adjustments and Other Adjustments
o Reference = Reason Code
o Trans Date = Adjustment Date
•Insurance Payments – These are not disbursement amounts; the report shows the total payment amount.
o Reference = Ref # on payment entry screen
o Trans Date = Payment Date
•Patient Payments – These are not disbursement amounts; the report shows the total payment amount.
o Reference = Ref # on payment entry screen
o Trans Date = Payment Date